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Keyword: Seniors

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Close up hands of caregiver doctor helping old woman at private clinic. Close up of hands of nurse holding a senior patient with walking stick. Elder woman using walking cane at nursing home with nurse holding hand for support.

Advisors cite challenges faced by vulnerable clients

From inflation to technology hurdles, clients at risk have many concerns

Ontario Legislative Building at Queens Park in Toronto Ontario

Ontario proposes new tax credit for seniors

Tories also propose enhancing existing tax credit for low-income earners

Census: 85-and-over population expected to triple in 25 years

The oldest baby boomers just turned 76; the youngest will turn 85 in 2050

Upcoming census release to show how country is aging

Life expectancy changes may reshape policy decisions

senior woman on a computer

Take a load off

Financial advisors can help remove the burden for beneficiaries and executors by helping retirees organize ahead of time

senior woman exercising

Reducing mortality risk

Elderly clients can take steps to help themselves enjoy longer, healthier lives

  • By: Leah Golob
  • November 22, 2021 November 4, 2022
  • 00:03
senior couple feeding birds

Model portfolios: Inflation protection for senior clients

Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client

Ex-rep fined, suspended for churning vulnerable client

The client lost $1.3 million to risky trading that generated $232,000 in commissions

Modern office building close up in sunlight

TD fined over account fee disclosure failure

The bank was fined $400,000 after it overcharged seniors $31 million

U.S. regulators campaign for trusted contacts

SEC, FINRA, NASAA join forces in investor protection push